Copa Holdings
227 hedge funds and large institutions have $2.98B invested in Copa Holdings in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 47 closing their positions.
17% more capital invested
Capital invested by funds: $2.55B → $2.98B (+$433M)
9% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 47
1.68% less ownership
Funds ownership: 90.01% → 88.33% (-1.7%)
3% less funds holding
Funds holding: 234 → 227 (-7)
14% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 81
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
50% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $24.4M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$33.3M |
| 2 |
Morgan Stanley
New York
|
+$21.4M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$20M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.5M |
| 5 |
CC
Carrhae Capital
London,
United Kingdom
|
+$11.6M |
Top Sellers
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$31.7M |
| 2 |
D.E. Shaw & Co
New York
|
-$18.9M |
| 3 |
BlackRock
New York
|
-$16.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$15.7M |
| 5 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
-$9.25M |
CPA Hedge Fund Activity: Q4 2023 in Review
227 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q4 2023, worth a combined $2.98B — up 17% from $2.55B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of CPA and 43 opened new positions — a net loss of 4 holders — while 81 trimmed existing stakes and 70 added.
The largest buyer was JP Morgan Chase, adding an estimated $33.3M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $31.7M sold.
- 227 institutional investors held Copa Holdings (CPA) as of Q4 2023, down from 234 in Q3 2023.
- Funds reported $2.98B of Copa Holdings stock for Q4 2023, up 17% quarter-over-quarter.
- 43 funds opened new Copa Holdings positions in Q4 2023 and 47 closed out, a net change of -4 holders.
- The largest Copa Holdings buyer in Q4 2023 was JP Morgan Chase, an estimated $33.3M added.
- The largest Copa Holdings seller in Q4 2023 was Alyeska Investment Group, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2023.